E-mail body of the customer statement

Hume
1 Post
Cover User

E-mail body of the customer statement

When sending customer statement it is delivered to customer as an attachement. The email body has the following note"

We've attached your statement as at 11/10/2017. Please get in touch if you've got any questions.

Can change this wording to include our letter from a ketter head etc?

1 REPLY
MYOB Moderator Steven_M
20,220 Posts
MYOB Moderator
New Zealand

Re: E-mail body of the customer statement

Hi @Hume

 

Welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge

 

To email a statement to a customer with MYOB Essentials you would go to Sale>>Customer Statements. You would then tick the relevant customer names in the list and select Email. This will generate the Email Statements window. 


Within the Email Statements window, you are more than welcome to update the default text in that email by overtyping or editing what it listed. If you would like it to become the default you can select the Save as template option in the bottom right.  This will make that message become the default so it can be used next time.

 

In terms of what information can be added to the message, it is a text-based field and as such only text can be entered into it. So logo or letterheads images can't be added to that.


Kind Regards,
Steven
MYOB Client Support
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